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BLACKLINES FINANCIAL
BLACKLINES
CRD 323340
515 S FLOWER ST, 18TH FLOOR, LOS ANGELES, CA, 90071, United States
Phone
213-789-6950
Fax
0
Registration
— (—)
Source
State registered
Total AUM
$53.0M
Discretionary AUM
$52.8M
Team
3 total employees; 3 advisory reps; 249 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $23.9M |
| High net worth individuals | 53 | $28.6M |
| Corporations/business entities | 5 | $108K |
All web addresses on file
Official SEC filing: View on IAPD